Financial Services Manager

4 weeks ago


SorelTracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time
Job Summary

We are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.

Key Responsibilities
  • Act as a subject matter expert in personal banking and business banking products and services
  • Provide sound advice and guidance to customers to meet their financial needs
  • Engage in customer outreach to discuss portfolio updates and additional opportunities
  • Conduct financial reviews and provide recommendations based on customer circumstances
  • Ensure customer issues are resolved efficiently and escalate when necessary
  • Possess comprehensive knowledge of the local market and competitive offers
  • Support the frontline with transactions and provide coaching to maintain service standards
Requirements
  • High school diploma and/or equivalent
  • 1+ years of relevant experience in financial services
  • IFIC or CSC certification
  • CFSA certification to be completed upon hire
  • Post-secondary or undergraduate degree in a related field (preferred)
What We Offer

We offer a competitive compensation package, including a base salary, variable compensation, and a range of benefits, including health and well-being benefits, savings and retirement programs, paid time off, and career development opportunities.

How to Apply

If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information].



  • Sorel-Tracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and...


  • Sorel-Tracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and...


  • Sorel-Tracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and...


  • Sorel-Tracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and...


  • Sorel-Tracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and...


  • Sorel-Tracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and...


  • Sorel-Tracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Services Manager to join our team at The Toronto-Dominion Bank (Canada). As a key member of our organization, you will be responsible for providing exceptional customer service and financial guidance to our clients.Key ResponsibilitiesAct as a subject matter expert in personal banking and...


  • Sorel-Tracy, Quebec, Canada beBee Professionals Full time $45,000 - $60,000

    beBee Professionals in Sorel-Tracy is seeking a detail-oriented professional to manage and maintain accurate financial records, handle accounts payable and receivable, and ensure the integrity of our accounting practices.Key Responsibilities:Manage and maintain financial records, including ledgers, invoices, and statements.Reconcile bank statements and...


  • Sorel-Tracy, Quebec, Canada TD Full time

    À propos du posteNous recherchons un Gestionnaire de services financiers personnels pour rejoindre notre équipe à la TD. Ce poste est responsable de fournir des conseils financiers personnalisés aux clients et de les aider à atteindre leurs objectifs financiers.ResponsabilitésAgir à titre d'expert de la succursale pour les clients et les autres...


  • Sorel-Tracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Description du posteLe rôle de chef de l'équipe des services financiers personnels est crucial pour la réussite de notre équipe. En tant que membre de notre équipe, vous serez chargé de fournir des conseils financiers personnalisés aux clients, en tenant compte de leurs besoins et objectifs uniques.ResponsabilitésÉvaluer les besoins financiers...


  • Sorel-Tracy, Quebec, Canada Financière Sun Life Full time

    Représentez la Compagnie de Services Financiers la Plus Digne de Confiance au CanadaOffrez des services, des conseils et des produits financiers aux clients. Faites preuve de formation et de coaching hors pair. Les conseillers Financiers de Sun Life offrent des produits individuels et collectifs d'assurance-santé, d'assurance-vie et de placement. Ils...

  • Service Manager

    3 weeks ago


    Sorel-Tracy, Quebec, Canada beBee Professionals Full time $45,000 - $65,000

    We are seeking a Service Manager to join our team at beBee Professionals. As a Service Manager, you will be responsible for supervising daily operations, ensuring high-quality service, and leading a team of employees. You will oversee the daily operations, train and mentor team members, and handle customer inquiries.Key Responsibilities:Supervise daily...


  • Sorel-Tracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    ResponsabilitésEn tant que chef de succursale, vous serez responsable de la gestion des opérations de la succursale et de la fourniture de services de haute qualité aux clients.Vous serez chargé de:Agir en tant qu'expert de la succursale pour les clients et les autres employés quant aux produits, aux services, aux politiques et aux procédures de la TD,...


  • Sorel-Tracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Description Responsabilités • Agir à titre d'expert de la succursale pour les clients et les autres employés quant aux produits, aux services, aux politiques et aux procédures de la TD, plus particulièrement ceux des Services bancaires personnels et des Services bancaires aux entreprises. • Donner systématiquement des conseils judicieux aux...


  • Sorel-Tracy, Quebec, Canada The Toronto-Dominion Bank (Canada) Full time

    Description Responsabilités • Agir à titre d'expert de la succursale pour les clients et les autres employés quant aux produits, aux services, aux politiques et aux procédures de la TD, plus particulièrement ceux des Services bancaires personnels et des Services bancaires aux entreprises. • Donner systématiquement des conseils judicieux aux...


  • Sorel-Tracy, Quebec, Canada beBee Professionals Full time $75,000 - $110,000

    We are looking for a Senior Operations Manager to lead the daily operations of beBee Professionals in Sorel-Tracy, Canada.Key Responsibilities:Develop and implement business strategies to achieve financial targets.Manage and mentor department heads, ensuring effective communication and teamwork.Monitor key performance indicators and report on operational...

  • Senior Manager

    1 month ago


    Sorel-Tracy, Quebec, Canada beBee Professionals Full time $75,000 - $110,000

    General Manager Job DescriptionWe are seeking a seasoned General Manager to lead our team in Sorel-Tracy, Canada. As a key member of our organization, you will be responsible for driving business growth, ensuring operational efficiency, and fostering a culture of excellence.Key Responsibilities:Develop and execute business strategies to achieve financial...

  • Senior Manager

    1 month ago


    Sorel-Tracy, Quebec, Canada beBee Professionals Full time $75,000 - $110,000

    General Manager Job DescriptionWe are seeking a seasoned General Manager to lead our team in Sorel-Tracy, Canada. As a key member of our organization, you will be responsible for driving business growth, ensuring operational efficiency, and fostering a culture of excellence.Key Responsibilities:Develop and execute business strategies to achieve financial...


  • Sorel-Tracy, Quebec, Canada beBee Professionals Full time $75,000 - $110,000

    General Manager Job DescriptionWe are seeking a seasoned General Manager to lead our team in Sorel-Tracy, Canada. As a key member of our organization, you will be responsible for driving business growth, ensuring operational efficiency, and fostering a culture of excellence.Key Responsibilities:Develop and implement strategic business plans to achieve...


  • Sorel-Tracy, Quebec, Canada beBee Professionals Full time $75,000 - $110,000

    General Manager Job DescriptionWe are seeking a seasoned General Manager to lead our team in Sorel-Tracy, Canada. As a key member of our organization, you will be responsible for driving business growth, ensuring operational efficiency, and fostering a culture of excellence.Key Responsibilities:Develop and implement strategic business plans to achieve...